Services

find out how we can save you tax dollars
 TAX PLANNING
TAX PLANNING
TAX PLANNING

Unlike others who only “project” the tax you will owe (and call it a day) we take time to proactively plan your tax strategy to save you tax dollars now and in the future.
Read the details in the Tax Planning section.

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Tax Coaching
Tax Coaching
Tax Coaching

Our tax coaching program take the tax plan we develop  and guides you through the implementation and an ongoing review for additional tax savings strategies.

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Tax Preparation
Tax Preparation
Tax Preparation

Our firm works hard to provide exceptional results for clients in all areas of financial coaching.  We do offer traditional tax and accounting services that you’d expect a firm like ours to offer.

Read More
TAX PLANNING

Unlike others who only “project” the tax you will owe (and call it a day) we take time to proactively plan your tax strategy to save you tax dollars now and in the future.
Read the details in the Tax Planning section.

TAX COACHING

Our tax coaching program take the tax plan we develop  and guides you through the implementation and an ongoing review for additional tax savings strategies.

TAX PREPARATION

Our firm works hard to provide exceptional results for clients in all areas of financial coaching.  We do offer traditional tax and accounting services that you’d expect a firm like ours to offer.

Testimonials

read what our clients say about us

Proactive Tax Planning

can save thousands of dollars a year

Save on Taxes
pay-no-taxes
save $$
With some advance planning you can save thousands of dollars over the years with Proactive Tax Planning. Call to set up your Free Tax Diagnosis today.

READ OUR LATEST BLOG POSTS

always an interesting story
BlogDecember 13, 2017

A Different Kind of Holiday Party

Your kids have finally finished eating their Halloween candy, which means that the real holidays are right around the corner. But before you sit down to open presents, December 16th marks the 244th anniversary of an important holiday in tax history — a pop-up costume ball in Boston Harbor called the Boston Tea Party. From 1698 through 1767, Britain’s […]

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BlogDecember 7, 2017

New Tax Law

  Paul discusses the New 2017 Tax Laws and how they might affect you.

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BlogDecember 6, 2017

Area Actress to Wed Ex-Soldier

Two hundred and forty-one years ago, we declared our independence from Mother England — over taxes, of course. But here on our side of the pond, we’ve never completely lost our affection for all things British. We applauded as the Queen celebrated her 70th wedding anniversary. Netflix fans who just finished binge-watching Stranger Things are […]

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